Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 58 |
| 1 month | 0.000 | 0 | 78 |
| 3 months | 0.052 | 0 | 64 |
| 1 year | 0.047 | 0 | 49 |
| 3 years | 0.211 | 0 | 19 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.222 | — |
| 2023 | 0.419 | — |
| 2022 | 0.113 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | 0.125 | -0.029 | — |
| 2024 | 0.039 | 0.161 | 0.077 | -0.059 |
| 2023 | -0.023 | 0.167 | 0.095 | 0.136 |
| 2022 | -0.015 | -0.069 | 0.151 | 0.054 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.211 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.